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Gradient Financial Jobs in Wisconsin (NOW HIRING)

Kabat Equity Group

Be Seen First

Administrative Assistant

Sheboygan, WI · On-site

$47K - $52K/yr

Who We Are Kabat Equity Group, Inc. is a family-owned financial services firm in Sheboygan, WI has ... Gradient new business * Track application process and new account set up * Complete all new ...

Innovizant LLC

Data Scientist

Madison, WI · On-site

... our financial services clients banking, Insurance and credit union business in achieve their ... Gradient Boosting, Decision Tree, Regression - are absolutely must. • Exposure to Insurance ...

Innovizant LLC

Data Scientist

Madison, WI

... our financial services clients banking, Insurance and credit union business in achieve their ... Gradient Boosting, Decision Tree, Regression - are absolutely must. Exposure to Insurance ...

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Gradient Financial information

What is Gradient Financial?

Gradient Financial is a company that specializes in providing financial services and products, often focusing on insurance, retirement planning, and wealth management solutions. They work with individuals and businesses to develop strategies for financial security and long-term growth. Gradient Financial typically partners with independent financial advisors to offer customized solutions tailored to clients' unique needs. Their services may include life insurance, annuities, and investment advisory, among others.

What is the difference between Gradient Financial vs Financial Analyst?

AspectGradient FinancialFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related field; CFA certification often preferred
Work EnvironmentFinancial firms, investment companies, or corporate finance departmentsBanking institutions, investment firms, corporate finance teams
Employer & Industry UsageUsed by financial services firms, investment companies, and corporate finance departmentsCommonly employed in banking, investment analysis, and corporate finance roles

Gradient Financial and Financial Analyst roles share similar educational backgrounds and work environments, often overlapping in financial services and investment sectors. While Gradient Financial may refer to a specific company or platform, the term 'Financial Analyst' is a widely recognized job title across the industry. Both roles require relevant finance credentials and involve analyzing financial data to support decision-making.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Gradient Financial, and why are they important?

To thrive as a Financial Advisor at Gradient Financial, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications such as CFP or Series 7 is highly beneficial. Outstanding interpersonal skills, active listening, and trustworthiness set top performers apart when building client relationships. These skills and qualifications are crucial for providing sound advice, maintaining compliance, and fostering long-term client trust.

What are some common challenges faced by financial advisors at Gradient Financial and how can they overcome them?

Financial advisors at Gradient Financial often encounter challenges such as building a strong client base, staying up-to-date with evolving financial regulations, and balancing personalized service with achieving sales targets. Overcoming these hurdles involves proactive networking, continuous professional development, and leveraging the firm's training and technology resources. Advisors typically receive support through mentorship programs and collaboration with experienced team members, helping them build confidence and refine their strategies for client acquisition and retention.
What are popular job titles related to Gradient Financial jobs in Wisconsin? For Gradient Financial jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Gradient Financial jobs in Wisconsin look for? The top searched job categories for Gradient Financial jobs in Wisconsin are:
Gradient Financial jobs near you

Administrative Assistant

Kabat Equity Group

Sheboygan, WI • On-site

$47K - $52K/yr

Full-time

Retirement, PTO

Re-posted 3 days ago

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Job description

Who We Are

Kabat Equity Group, Inc. is a family-owned financial services firm in Sheboygan, WI has served the surrounding communities as well as the greater Jacksonville, FL area since 1975. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.


We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys taking on new challenges, organization, and growth potential.


What You Will Be Doing

  • Set and confirm calendar appointments
  • Greet consumers on the phone and in person with a warm and welcoming approach
  • Answer incoming calls and transfer all calls to the appropriate personnel
  • Light cleaning of office space
  • Order office supplies
  • Communicate with clients on behalf of financial advisors and firm
  • Track prospect-to-client process
  • Assist with coordination and execution of marketing campaigns and events
  • Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
  • Assemble meeting preparation documents pertaining to the client/prospect
  • Collect all vital information for all paperwork
  • Enter client information into the CRM system
  • Maintain and organize office files and documentation
  • Run reports
  • Assist in completing new account paperwork and annuity and life insurance applications
  • Process new business applications with detail and accuracy and submit to appropriate carriers
  • Obtain necessary documents and signatures from clients for carrier approval
  • Follow-up with insurance companies and Gradient new business
  • Track application process and new account set up
  • Complete all new licensing requirements
  • Perform other clerical duties such as filing, photocopying, collating, faxing etc.
  • All other duties as assigned


What We Are Looking For

  • Proficiency with Microsoft Office suite, including Excel (Required)
  • High school degree (Required)
  • Previous Administrative Experience (Preferred)
  • Previous experience in Customer Service (Preferred)
  • Associate or bachelor’s degree (Preferred)
  • Prior Experience Working in Financial Advisory Industry (Preferred)
  • Clear and professional communication (verbal and written)
  • Strong attention to detail
  • Ability to learn and adapt to changes


Our Investments in You

  • Pay: $47,000 - $52,000 DOE
  • PTO
  • Paid Holidays
  • 401(k) + Company Match
  • Career Growth and Professional Development Opportunities


Check Us Out!

  • Website: https://kabatequitygroup.com/index.html


If you’re ready to take the next step, apply today!

Company Description

David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group. The Kabat’s are a third generation family-owned and operated team since 1975 and offer a refreshing and much desired new approach from a family’s perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.